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U.S. Capital Wealth Advisors, LLC: CGMU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of U.S. Capital Wealth Advisors, LLC on CGMU, newest first. How the timeline and the estimate are built.

U.S. Capital Wealth Advisors, LLC held 230,602 CGMU shares at 2026-03-31 per its 13F-HR filed 2026-04-07.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 230,602 shares
    Change vs previous 13F +10,314 shares

    0.16% of the 13F portfolio, value $6,260,844.

    13F-HR 0001808915-26-000002 filed by U.S. Capital Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 220,288 shares
    Change vs previous 13F +10,940 shares

    0.16% of the 13F portfolio, value $6,031,485.

    13F-HR 0001808915-26-000001 filed by U.S. Capital Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 209,348 shares
    Change vs previous 13F +35,669 shares

    0.15% of the 13F portfolio, value $5,713,107.

    13F-HR 0001808915-25-000007 filed by U.S. Capital Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 173,679 shares
    Change vs previous 13F +40,398 shares

    0.14% of the 13F portfolio, value $4,635,493.

    13F-HR 0001808915-25-000006 filed by U.S. Capital Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 133,281 shares
    Change vs previous 13F +9,570 shares

    0.11% of the 13F portfolio, value $3,574,596.

    13F-HR 0001808915-25-000005 filed by U.S. Capital Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 123,711 shares
    Change vs previous 13F +6,521 shares

    0.1% of the 13F portfolio, value $3,330,300.

    13F-HR 0001808915-25-000001 filed by U.S. Capital Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 117,190 shares
    Change vs previous 13F +2,368 shares

    0.11% of the 13F portfolio, value $3,218,037.

    13F-HR 0001808915-24-000007 filed by U.S. Capital Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 114,822 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,082,971.

    13F-HR 0001808915-24-000004 filed by U.S. Capital Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).